Streamline the steps to create a new constituent and add an employee/employer relationship. Known pain points include: Very different workflow for the 1st contact person vs the 2nd contact person Number of steps it takes to go to constituent dashb...
Built-in support for seasonal addresses. Some ideas might include: A way for you to indicate the date range when an address is where a constituent prefers to receive mail Automatically changing which address is primary so you don't have to remember
Track just the month and date of a birthday, without the year
Track just the month and date of a birthday, without the year, so that you can segment birthday communications without collecting full birthdates, filling in fake years, or using custom fields.
Manage an organization's primary contact easily in a list of all organization contacts
See an organization's primary contact easily in a list of all related constituents (eg show the primary contact on the same screen as other employees, more easily change which employee is the primary contact)
See an alert on the constituent profile if they have any potential duplicates
See an alert on the constituent profile if they have any potential duplicates so that you can review & resolve the duplicates while you're already working on their profile.
Collecting a constituent's gender isn't a commonly used data point for most fundraisers - but for those who do find it useful, you often need more flexible options than just "male" and "female". This idea would free up the Gender options either by...